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BGAFX vs CNPAX
BGAFX vs CNPAX Comparison
Open Charts BGAFX vs CNPAX
Baron Global Opportunity Retail
Price$46.26
Change+$0.03 (+0.06%)
VolumeN/A
Net Assets665.32M
American Funds New Perspective 529A
Price$72.67
Change+$0.14 (+0.19%)
VolumeN/A
Net Assets162.58B
BGAFX vs CNPAX Comparison Chart in %
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BGAFX vs. CNPAX commentary
Oct 19, 2025
To compare these two companies we present long-term analysis, their fundamental ratings and make comparative short-term technical analysis which are presented below. The conclusion is BGAFX is a Hold and CNPAX is a Hold.
FUNDAMENTALS
Fundamentals
CNPAX has more cash in the bank: 163B vs. BGAFX (665M). CNPAX pays higher dividends than BGAFX: CNPAX (0.46) vs BGAFX (0.00). BGAFX was incepted earlier than CNPAX: BGAFX (13 years) vs CNPAX (24 years). BGAFX (1.22) is less costly to investors than CNPAX (0.77). CNPAX is a more actively managed with annual turnover of: 24.00 vs. BGAFX (8.00). CNPAX has a lower initial minimum investment than BGAFX: CNPAX (250) vs BGAFX (2000). BGAFX annual gain was more profitable for investors over the last year : 30.09 vs. CNPAX (12.70). CNPAX return over 5 years is better than : 35.90 vs. BGAFX (-0.66).
| BGAFX | CNPAX | BGAFX / CNPAX | |
| Total Expense Ratio | 1.16 | 0.77 | 151% |
| Annual Report Gross Expense Ratio | 1.22 | 0.77 | 158% |
| Fund Existence | 13 years | 24 years | - |
| Gain YTD | 19.507 | 19.073 | 102% |
| Front Load | N/A | 4% | - |
| Min. Initial Investment | 2000 | 250 | 800% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 665M | 163B | 0% |
| Annual Yield % from dividends | 0.00 | 0.46 | - |
| Returns for 1 year | 30.09 | 12.70 | 237% |
| Returns for 3 years | 73.52 | 62.46 | 118% |
| Returns for 5 years | -0.66 | 35.90 | -2% |
| Returns for 10 years | 247.57 | 106.83 | 232% |
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